NVIDIA and IREN outline DSX AI infrastructure partnership

NVIDIA and IREN Limited outlined a strategic partnership focused on deploying AI infrastructure tied to NVIDIA’s DSX architecture. The companies linked the effort to plans for large-scale AI factory deployments and identified specific infrastructure targets in IREN’s pipeline.

Under the partnership, NVIDIA and IREN plan to support deployment of up to 5 gigawatts of NVIDIA DSX-aligned AI infrastructure over time across IREN’s global data center pipeline. They also said the deployment work would involve NVIDIA accelerated compute in DSX AI factories, with future deployments expected to focus on IREN’s 2-gigawatt Sweetwater campus in Texas.

IREN would provide infrastructure capabilities described in the release, spanning power, land, data centers, GPU deployment and infrastructure operations, while pairing those capabilities with NVIDIA’s DSX AI factory architecture. The collaboration included a financial component in which IREN issued NVIDIA a five-year right to purchase up to 30 million shares of ordinary stock at an exercise price of $70 per share, for a right to invest up to $2.1 billion, subject to conditions including regulatory.

Jensen Huang, founder and CEO of NVIDIA, said, “AI factories are becoming foundational infrastructure for the global economy,” and added that deploying systems at scale required “deep integration across the full stack — compute, networking, software, power and operations.” Daniel Roberts, cofounder and co-CEO of IREN, said, “This partnership combines NVIDIA’s AI systems and architecture leadership with IREN’s expertise across power, land, data centers, GPU deployment and infrastructure operations,” adding, “Together, we believe we can accelerate deployment of AI infrastructure and expand access to compute for AI-native and enterprise customers globally.”

Future deployments were expected to center on IREN’s Sweetwater campus as a flagship deployment for NVIDIA’s DSX architecture.